Assign a Project Permissions Template to a User in the Project Directory

Beta icon In Beta

A redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.

Background

In Procore, Role-Based Permissions are used to manage user access to different Procore tools. Access for each role is defined in a permission template. By default, Procore provides customers with several default role-based project permissions templates.

Users can be assigned a that is created in the company's Permissions tool, or a that is created in the company's Permissions tool or the Project level Directory tool.

Things to Consider

  • Required User Permissions

  • Procore recommends selecting either a or .

Prerequisites

Steps

  1. Navigate to the Project level Directory tool.

  2. Next to the user, click Edit.
    OR
    beta-feature.pngClick the user's name.

  3. Locate and click the Project Permissions Templates drop-down menu and select one of the following options:

    • Do Not Apply a Template: Select this option if you do NOT want to apply a permissions template and instead want to define unique permissions for the user.1. In the table below, select each permission level you want to provide the user for each tool.

    • Global Permissions Template: Select this option to provide the user with access to the project as defined in one of your company's global permissions templates.1. Under the 'Global Permissions Templates' section, select a permissions template.

    • Project Specific Permissions Template: To provide the user with project specific permissions for the project.1. Under the 'Project Specific Templates' header, select a permissions template.

  4. Save in one of the following ways:

    • Click Save to save the changes without sending an email to the user.

    • Click Save & Send Notification to save and remind users that have previously logged in to Procore, that they have been invited to join your Procore project.

    • Click Save and Send Invite to Procore to save and invite a new user that has not yet logged into Procore.